Farther · 1 day ago
Investment Strategy Specialist
Irving, TX
Full-time
Onsite
Mid, Senior Level
5+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Investment Strategy Specialist will support financial advisors with their investment needs, working at the intersection of trading, product development, customer service, and investment strategy.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Assist with model implementation for complex scenarios
Review and formulate solutions for complicated trading situations
Gather and proactively provide product feedback to improve our technology
Provide strategic guidance on investment selection with support from senior team members
Identify areas for improvement within our processes and solution the change
Support advisors in utilization of the Farther tools such as proposals and trading features
Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes
Qualification
Required
CFA (or equivalent) designation or in progress of obtaining a CFA or equivalent
Bachelor's degree in Finance, Economics, Business, or related field
3-5 years of experience in trading or directly with investments; 5-7 years of experience overall
Strong analytical and quantitative skills
Excellent attention to detail and organizational abilities
Outstanding written and verbal communication skills
Ability to manage multiple projects while maintaining accuracy and meeting deadlines
Team player mentality with a client-first approach
Preferred
Experience working directly with clients
Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)
Series 65 license (or equivalent active 66) or ability to obtain within 90 days
Benefits
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Taylor Matthews
Founder
Recent News
2025-11-19
2025-11-19
2025-08-13
Company data provided by crunchbase